MINNEAPOLIS (February 8, 2024) — RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 49 financial advisors were recognized on the annual Forbes’ “Top Women Wealth Advisors Best-In-State” list for 2024.
Ann Marie Etergino, a financial advisor in the firm’s Chevy Chase, Maryland branch, was named to the “Top 100 Women Wealth Advisors” ranking and was joined by 48 other advisors on the “Top Women Wealth Advisors Best-In-State” ranking.
The annual award recognizes top financial advisors across the country using criteria such as assets under management, revenue generated by advisors and the quality of their practices.
“Congratulations to our awardees for this notable recognition,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “These advisors’ exceptional performance and commitment to providing the highest levels of service to their clients have made a significant impact on our firm’s success.”
The complete list of RBC Wealth Management financial advisors recognized by Forbes as a Top Women Wealth Advisors Best-In-State:
About RBC Wealth Management – U.S.In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $513 billion in total client assets with more than 2,100 financial advisors operating in 190 locations in 42 states.
Media contactMegan Boldt, RBC Wealth Management, 612-371-6123, email@example.com
The 2024 Forbes “Top Women Wealth Advisors” and “Top Women Wealth Advisors Best-In-State” award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to www.SHOOKresearch.com.
Investment and insurance products offered through RBC Wealth Management are not insured by
the FDIC or any other federal government agency, are not deposits or other obligations of, or
guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible
loss of the principal amount invested.